RK Partners · 5 days ago
Wealth Management Advisor | Pittsburgh, PA
Pittsburgh, PA
Full-time
Onsite
Senior Level
$60K/yr - $85K/yrRK Partners is seeking a competitive and self-driven Wealth Management Advisor. In this role, you will provide personalized financial advice to high-net-worth clients and lead the advisory team in strategic planning and business development.
Consulting
Responsibilities
Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous, and capable of being relational in order to help clients achieve their financial goals
Strategic Planning: Develop comprehensive financial plans and investment strategies, leveraging the latest market insights and industry trends
Leadership: Inspire, mentor, and lead a team of advisors, fostering a culture of innovation, collaboration, and excellence
Business Development: Enjoy growing and scaling new business opportunities. Identify and pursue new business opportunities, driving the growth of the firm’s client base and assets under management. Has courage and confidence to work with both existing clients within practice, and hunting new opportunities (the new opportunities is where true scale and growth will drive income)
Problem Solving: Deductive and capable of mental initiative (Solving problems with data and comfortable taking risks and filling in the gaps of missing information)
High-Performance Environment: Thrive while multi-tasking and working under deadlines and a high-change, high-intensity environment
Thought Leadership: Stay ahead of industry developments and share insights with clients and colleagues, positioning the firm as a leader in wealth management
Compliance: Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies
Qualification
Required
Bachelor's degree in Finance, Economics, Business, or a related field
Innovative, proactive, strategic thinker, and a natural leader
Exceptional client service skills
Strong analytical abilities
Excellent communication and presentation skills
Knowledgeable enough to provide sound and valuable advice, paying attention to key details, while supported by a team helping with back-end execution
Series 7, 63, 65, or 66 licenses required. (Or required to be obtained)
Benefits
Health, dental, and vision insurance
401(k) plan
Generous PTO
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase